Over a 2 week period in November, Summit Team (and families), spent time volunteering at Open Heart Kitchen (OHK) preparing meals for hungry families and elderly in the community....
Summit Places 4th at Junior Achievement’s Social Innovation Camp!
July 26, 2016 |Category:
Summit’s Laura O’Brien and Michael Lahl had the opportunity to be mentors at this year’s Junior Achievement Social Innovation Camp again. Since 2012, This Northern California initiative of Junior...
The Long-Term Care Conundrum
October 7, 2015 |Category:
How does one deal with a risk that has a high probability of occurrence, an unquestionably high cost when it happens, and insurance products meant to hedge the risk...
Virtual Town Hall on Current Market Volatility – 8/24
August 24, 2015 |Category:
Summit Financial Group Partner, Nathan Bennett held a Virtual Town Hall Meeting on current market conditions followed by time for questions and answers on Monday, August 24th. If you...
Six Month Market Overview
July 20, 2015 |Category:
Is it possible that 2015 is half gone already? It seems we toasted the New Year mere moments ago; now we have time warped directly to summer vacation. When...
2000 Crow Canyon Place Suite 450, San Ramon, CA 94583 925-866-7800
Certain individuals associated with Summit Financial Group LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Summit Financial Group LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. TR#1221611. DOFU 07/2015.